CARL · Carlsmed, Inc. · Shareholders & Ownership

$14.18 +0.52 (+3.81%) At close · Oct 20

Russell 2000 member Rebalance outlook locked

Market Cap

$387.15M

27.30M

Volume · Oct 20 50.73K Avg daily vol (3M) 111.97K

Every disclosed holder of CARL in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns CARL

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	76	5,722,054	20.96%	Yes
Insiders (Forms 3, 4, 5)	14	21,581,984	79.05%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	1,295	0.00%	Negative
Registered funds (N-PORT, not summed)	79	2,240,062	8.20%	No

Shares outstanding: 27,302,743, the issuer's latest cover-page count restated onto today's split basis.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CARL

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	Mittendorff Robert II Insider CIK 1476171 · Jul 24, 2025 Director, issuer-wide	8,321,763	30.48%	—	Jul 24, 2025	Director, issuer-wide
2	B CAPITAL GROUP MANAGEMENT, L.P. 13G CIK 1997306 · Unknown · Sep 30, 2025 Rule 13d-1(d), exempt investor, not summed	7,390,311	27.07%	—	Sep 30, 2025	Rule 13d-1(d), exempt investor, not summed
2.1	B CAPITAL GROUP MANAGEMENT, L.P. Insider CIK 1997306 · Jul 24, 2025 10% Owner, issuer-wide	8,321,763	30.48%	—	Jul 24, 2025	10% Owner, issuer-wide
3	ROOT JONATHAN D Insider CIK 1225480 · Jun 3, 2026 Director, issuer-wide	1,615,440	5.92%	—	Jun 3, 2026	Director, issuer-wide
4	Cordonnier Michael Insider CIK 2077087 · Mar 3, 2026 Director, CEO, President, issuer-wide	1,550,477	5.68%	+193,831	Mar 3, 2026	Director, CEO, President, issuer-wide
4.1	Michael Cordonnier 13G CIK 2077087 · Unknown · Jul 24, 2025 Rule 13d-1(d), exempt investor, not summed	1,597,752	5.85%	—	Jul 24, 2025	Rule 13d-1(d), exempt investor, not summed
5	Jupiter Topco LLC 13F CIK 2146052 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,251,616	4.58%	+24,164	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Janus Henderson Small Cap Value Fund Fund S000010480 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	343,579	1.26%	0	Jun 30, 2026	Janus Investment Fund, not summed
5.2	Janus Henderson Small-Mid Cap Value Fund Fund S000035097 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	54,781	0.20%	-1,320	Jun 30, 2026	Janus Investment Fund, not summed
6	Casey Niall Insider CIK 2077161 · Jan 28, 2026 Director, Chief IP Officer, issuer-wide	982,562	3.60%	+44,977	Jan 28, 2026	Director, Chief IP Officer, issuer-wide
7	Janus Henderson Venture Fund Fund S000010488 · Registered fund · Jun 30, 2026 Janus Investment Fund, not summed	609,059	2.23%	+21,032	Jun 30, 2026	Janus Investment Fund, not summed
8	Parkman Healthcare Partners LLC 13F CIK 1777015 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	597,318	2.19%	+76,195	Jun 30, 2026	carried, not yet filed for the newest quarter
9	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	532,593	1.95%	+85,701	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	213,041	0.78%	+39,873	Jun 30, 2026	iShares Trust, not summed
9.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	44,451	0.16%	+456	Jun 30, 2026	iShares Trust, not summed
9.3	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	41,737	0.15%	+23,304	Jun 30, 2026	iShares Trust, not summed
9.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	28,345	0.10%	+8,080	Jun 30, 2026	iShares Trust, not summed
9.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	11,392	0.04%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
10	KCM Capital Inc 13F CIK 2026745 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	440,000	1.61%	+240,000	Jun 30, 2026	carried, not yet filed for the newest quarter
11	Pier Capital, LLC 13F CIK 1310051 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	373,677	1.37%	+373,677	Jun 30, 2026	carried, not yet filed for the newest quarter
12	MILLENNIUM MANAGEMENT LLC 13F CIK 1273087 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	295,907	1.08%	+295,907	Jun 30, 2026	carried, not yet filed for the newest quarter
13	Palumbo Wealth Management LLC 13F CIK 1846310 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	267,298	0.98%	+267,298	Jun 30, 2026	carried, not yet filed for the newest quarter
14	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	238,727	0.87%	-37,404	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Schonfeld Strategic Advisors LLC 13F CIK 1665241 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	224,804	0.82%	-58,376	Jun 30, 2026	carried, not yet filed for the newest quarter
16	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	204,655	0.75%	+11,482	Jun 30, 2026	carried, not yet filed for the newest quarter
17	Presidio Management Group XII, L.L.C. Insider CIK 1734820 · Jul 24, 2025 10% Owner, issuer-wide	200,000	0.73%	—	Jul 24, 2025	10% Owner, issuer-wide
17.1	Casey M Tansey 13G CIK 1734820 · Unknown · Jul 24, 2025 Rule 13d-1(d), exempt investor, not summed	5,842,073	21.40%	—	Jul 24, 2025	Rule 13d-1(d), exempt investor, not summed
18	Greenstein Leonard M. Insider CIK 1519692 · Jan 28, 2026 Chief Financial Officer, issuer-wide	188,346	0.69%	+44,977	Jan 28, 2026	Chief Financial Officer, issuer-wide
19	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	158,583	0.58%	-36,055	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
20	Russell Investments Group, Ltd. 13F CIK 1692234 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	139,142	0.51%	-20,149	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	U.S. Small Cap Equity Fund Fund S000001586 · Registered fund · Jul 31, 2026 RUSSELL INVESTMENT CO, not summed	102,893	0.38%	+52,579	Jul 31, 2026	RUSSELL INVESTMENT CO, not summed
20.2	U.S. Small Cap Equity Fund Fund S000006864 · Registered fund · Jun 30, 2026 RUSSELL INVESTMENT FUNDS, not summed	12,922	0.05%	0	Jun 30, 2026	RUSSELL INVESTMENT FUNDS, not summed
21	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	133,083	0.49%	+19,366	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	3,500	0.01%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
21.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	234	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
22	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	101,726	0.37%	+57,131	Jun 30, 2026	carried, not yet filed for the newest quarter
23	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	92,159	0.34%	+92,159	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Heppenstall Richard Insider CIK 1909313 · Sep 28, 2026 CFO, Treasurer, issuer-wide	89,286	0.33%	—	Sep 28, 2026	CFO, Treasurer, issuer-wide
25	YOUNG PHILIP M Insider CIK 1048637 · Jun 3, 2026 Director, issuer-wide	84,364	0.31%	—	Jun 3, 2026	Director, issuer-wide
26	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	73,487	0.27%	-268	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
27	JANE STREET GROUP, LLC 13F CIK 1595888 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	73,389	0.27%	+58,353	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Sidow Kevin Insider CIK 1416947 · Jun 3, 2026 Director, issuer-wide	73,264	0.27%	+13,698	Jun 3, 2026	Director, issuer-wide
29	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	64,633	0.24%	+10,157	Jun 30, 2026	carried, not yet filed for the newest quarter
29.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	4,439	0.02%	-426	Jun 30, 2026	Northern Funds, not summed
30	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	63,126	0.23%	+40,488	Jun 30, 2026	carried, not yet filed for the newest quarter
31	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	60,439	0.22%	+60,439	Jun 30, 2026	carried, not yet filed for the newest quarter
32	Adara Smaller Companies Fund Fund S000047045 · Registered fund · May 31, 2026 RBB Fund, Inc., not summed	59,725	0.22%	—	May 31, 2026	RBB Fund, Inc., not summed
33	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	56,948	0.21%	+9,304	Jun 30, 2026	carried, not yet filed for the newest quarter
34	Kamocsay Jennifer Insider CIK 1967264 · Sep 24, 2026 Chief Legal Officer, issuer-wide	56,222	0.21%	—	Sep 24, 2026	Chief Legal Officer, issuer-wide
35	Dunham Small Cap Growth Fund Fund S000020973 · Registered fund · Jul 31, 2026 Dunham Funds, not summed	51,817	0.19%	—	Jul 31, 2026	Dunham Funds, not summed
36	KORNITZER CAPITAL MANAGEMENT INC /KS 13F CIK 898358 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	51,688	0.19%	-1,744	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Buffalo Early Stage Growth Fund Fund S000006555 · Registered fund · Jun 30, 2026 Buffalo Funds, not summed	51,453	0.19%	-1,744	Jun 30, 2026	Buffalo Funds, not summed
37	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	49,928	0.18%	+4,529	Jun 30, 2026	carried, not yet filed for the newest quarter
38	Durall William Scott Insider CIK 1818744 · Jan 28, 2026 Chief Commercial Officer, issuer-wide	44,977	0.16%	—	Jan 28, 2026	Chief Commercial Officer, issuer-wide
39	Dunham Small Cap Value Fund Fund S000020974 · Registered fund · Jul 31, 2026 Dunham Funds, not summed	43,923	0.16%	+19,098	Jul 31, 2026	Dunham Funds, not summed
40	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	41,408	0.15%	+7,795	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
41	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	39,951	0.15%	+37,384	Jun 30, 2026	carried, not yet filed for the newest quarter
42	OBOYLE KEVIN C Insider CIK 1203567 · Jun 3, 2026 Director, issuer-wide	31,031	0.11%	+13,698	Jun 3, 2026	Director, issuer-wide
43	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	30,699	0.11%	+19,273	Jun 30, 2026	carried, not yet filed for the newest quarter
44	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	25,000	0.09%	+25,000	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	Ultra-Small Company Market Fund Fund S000004424 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	25,000	0.09%	—	Jun 30, 2026	Bridgeway Funds, Inc., not summed
45	Bertolini Jeffrey Insider CIK 2147819 · Oct 5, 2026 Chief Operating Officer, issuer-wide	22,489	0.08%	0	Oct 5, 2026	Chief Operating Officer, issuer-wide
46	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	22,375	0.08%	-2,826	Jun 30, 2026	carried, not yet filed for the newest quarter
47	MARSHALL WACE, LLP 13F CIK 1318757 · Exempt reporting adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	21,283	0.08%	+21,283	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Jump Financial, LLC 13F CIK 1831577 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	19,414	0.07%	+19,414	Jun 30, 2026	carried, not yet filed for the newest quarter
49	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	18,008	0.07%	+18,008	Jun 30, 2026	carried, not yet filed for the newest quarter
50	ZEVENBERGEN CAPITAL INVESTMENTS LLC 13F CIK 1276918 · Registered investment adviser · Sep 30, 2026	17,900	0.07%	+6,000	Sep 30, 2026

2 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 143 holders

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Key facts CIK 1794546 CUSIP 14280C105 13F (30d) 10 filings 10 filers Visit website Investor relations